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US Bancorp

1,712 hedge funds and large institutions have $55.8B invested in US Bancorp in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 628 increasing their positions, 684 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

15% more capital invested

Capital invested by funds: $48.4B → $55.8B (+$7.47B)

3% more funds holding

Funds holding: 1,6701,712 (+42)

1% more call options, than puts

Call options by funds: $457M | Put options by funds: $451M

0.16% more ownership

Funds ownership: 78.04%78.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

8% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 684

Holders
1,712
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.58%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
150
Increased
628
Reduced
684
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
401
Intact Investment Management
Quebec, Canada
$4.72M +$377K +8,600 +9%
DS
402
DRW Securities
Illinois
$4.7M +$4.1M +93,385 +987%
ANTB
403
AMG National Trust Bank
Colorado
$4.69M -$418K -9,523 -8%
APP
404
Avantax Planning Partners
Iowa
$4.65M -$1.41M -32,228 -24%
VWM
405
Valley Wealth Managers
New Jersey
$4.65M -$162K -3,700 -4%
P
406
&Partners
Tennessee
$4.64M +$2.55M +58,047 +139%
MSU
407
Mizuho Securities USA
New York
$4.63M -$839K -19,133 -16%
SFA
408
Sequoia Financial Advisors
Ohio
$4.55M +$3.07M +69,934 +236%
EWA
409
EP Wealth Advisors
California
$4.53M +$793K +18,088 +22%
SFWA
410
Summit Financial Wealth Advisors
Louisiana
$4.51M +$4.32M +98,521 New
HIMCH
411
Hartford Investment Management Co (HIMCO)
Connecticut
$4.49M -$79K -1,801 -2%
AssetMark Inc
412
AssetMark Inc
California
$4.47M -$1.66M -37,756 -28%
CANC
413
Culbertson A N & Co
Virginia
$4.47M +$78.9K +1,800 +2%
JLBC
414
J.L. Bainbridge & Co
Florida
$4.43M
NC
415
Nicholas Company
Wisconsin
$4.42M +$1.19M +27,085 +39%
RJT
416
Raymond James Trust
Florida
$4.42M +$114K +2,601 +3%
SPG
417
Strategic Planning Group
Utah
$4.38M +$151K +3,450 +4%
NA
418
NewEdge Advisors
Louisiana
$4.37M +$230K +5,252 +6%
ATFA
419
All Terrain Financial Advisors
Minnesota
$4.36M -$74.5K -1,698 -2%
SC
420
Schulhoff & Co
Ohio
$4.34M -$23.9K -545 -0.6%
QCM
421
Quantinno Capital Management
New York
$4.34M +$826K +18,842 +25%
CL
422
Choreo LLC
Illinois
$4.3M +$103K +2,355 +3%
BRM
423
Boston Research & Management
Massachusetts
$4.25M +$109K +2,480 +3%
HR
424
Howe & Rusling
New York
$4.22M -$3.67M -83,592 -48%
MGIA
425
Moneta Group Investment Advisors
Missouri
$4.21M -$902K -20,565 -18%

USB Hedge Fund Activity: Q3 2024 in Review

1,712 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2024, worth a combined $55.8B — up 15% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new USB positions and 88 closed out — a net gain of 62 holders — while 628 added to existing stakes and 684 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,712 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,670 in Q2 2024.
  • Funds reported $55.8B of US Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 150 funds opened new US Bancorp positions in Q3 2024 and 88 closed out, a net change of +62 holders.
  • The largest US Bancorp buyer in Q3 2024 was Fidelity Investments, an estimated $691M added.
  • The largest US Bancorp seller in Q3 2024 was MUFG Bank, an estimated $945M sold.

Based on aggregated 13F filings for Q3 2024.